See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST3 years Service code 27 · EIN 43-1472619 | Advisory (Plan) | $54,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,955 | $95,880-14.5% | $107,525-23.8% | $85,563-4.2% |
| Participation rate | 65.2% | 70.1%-4.9pp | 75.1%-9.8pp | 66.0%-0.7pp |
| Annual return | 12.53% | 68.06%-55.5pp | 181.32%-168.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $1,686 | $3,812-55.8% | $3,754-55.1% | $2,654-36.5% |
| Participant deferral / active EE | $5,548 | $4,201+32.1% | $5,116+8.5% | $4,375+26.8% |
| Admin fee / account holder | $236 | $1,025-77.0% | $8,919-97.4% | $834-71.7% |